Back to home
Advisors
A controlled audit route for advisor-led pension cases
Audit My Pension gives advisors and introducers a practical way to route pension calculation concerns into a documented review process, without exposing Pension Engine as a separate public product.
Client referrals
Refer clients who need a controlled pension-record audit before advice, retirement planning or dispute correspondence.
Evidence-led reports
Cases are handled through structured document collection, review notes and controlled client-safe outputs.
Role-aware access
Advisor portal access is handled through Pension Engine, with client and advisor views kept separate.
Already set up?
Use the advisor portal for live cases. New advisor relationships should start with the team so the right access and client handoff details are created first.